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Principal Securities’s BILL Holdings BILL Stock Holding History

Principal Securities’s Portfolio BILL Stock Details BILL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-14
Closed -$648 – 3742
2025
Q2 		$648 Sell
14
-889
-98% -$39.3K ﹤0.01% 3439
2025
Q1 		$76.5K Hold
903
– – ﹤0.01% 1554
2024
Q4 		$76.5K Buy
903
+871
+2,722% +$65K ﹤0.01% 1551
2024
Q3 		$1.69K Buy
32
+18
+129% +$927 ﹤0.01% 3001
2024
Q2 		$737 Sell
14
-33
-70% -$1.87K ﹤0.01% 3123
2024
Q1 		$3.23K Sell
47
-1,648
-97% -$115K ﹤0.01% 2739
2023
Q4 		$138K Buy
+1,695
New +$139K 0.01% 1074

Other funds holding BILL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Principal Securities's BILL Position: Q3 2025 in Review

Principal Securities sold out of BILL Holdings (BILL) in Q3 2025, closing a stake of 14 shares — an estimated $648 sold.

Principal Securities first reported a position in BILL in Q4 2023 and held it in 7 quarters. The position peaked at $138K in Q4 2023. 364 funds tracked by Wall St. Rank hold BILL as of Q3 2025.

  • Principal Securities reported no remaining BILL Holdings position as of Q3 2025 after selling out during the quarter.
  • Principal Securities sold 14 BILL Holdings shares in Q3 2025, an estimated $648.
  • Principal Securities first reported a position in BILL Holdings in Q4 2023 and held it in 7 quarters.
  • Principal Securities's BILL Holdings position peaked at $138K in Q4 2023.
  • 364 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2025.

Based on Principal Securities's 13F filing for Q3 2025, filed 12 Nov 2025.